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LWM

Lodestone Wealth Management Portfolio holdings

AUM $252M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$576K
3
+$575K
4
CGNG
Capital Group New Geography Equity ETF
CGNG
+$484K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$449K

Top Sells

1
+$519K
2
+$122K
3
+$109K
4
GLD icon
SPDR Gold Trust
GLD
+$107K
5
AXP icon
American Express
AXP
+$103K

Sector Composition

1 Technology 13.64%
2 Financials 8.6%
3 Energy 6.61%
4 Consumer Discretionary 6.31%
5 Healthcare 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FELV icon
276
Fidelity Enhanced Large Cap Value ETF
FELV
$3.09B
$57.9K 0.02%
1,658
+969
MPC icon
277
Marathon Petroleum
MPC
$76.9B
$57.2K 0.02%
234
+1
GS icon
278
Goldman Sachs
GS
$314B
$56.2K 0.02%
66
IYW icon
279
iShares US Technology ETF
IYW
$24.3B
$56.1K 0.02%
309
C icon
280
Citigroup
C
$238B
$56.1K 0.02%
494
+2
CB icon
281
Chubb
CB
$127B
$56K 0.02%
172
OSK icon
282
Oshkosh
OSK
$8.42B
$55.3K 0.02%
375
+1
XSLV icon
283
Invesco S&P SmallCap Low Volatility ETF
XSLV
$241M
$54.9K 0.02%
1,164
-20
AVAV icon
284
AeroVironment
AVAV
$8.63B
$54.4K 0.02%
297
+94
SLV icon
285
iShares Silver Trust
SLV
$32.7B
$54.1K 0.02%
794
-898
GDX icon
286
VanEck Gold Miners ETF
GDX
$24.3B
$53.6K 0.02%
584
-645
APH icon
287
Amphenol
APH
$189B
$53.3K 0.02%
422
-25
ITA icon
288
iShares US Aerospace & Defense ETF
ITA
$14.1B
$53.2K 0.02%
243
ADP icon
289
Automatic Data Processing
ADP
$90.4B
$52.6K 0.02%
259
-22
WM icon
290
Waste Management
WM
$88.1B
$52.6K 0.02%
229
-14
MNST icon
291
Monster Beverage
MNST
$90.8B
$52.4K 0.02%
723
CGSM icon
292
Capital Group Short Duration Municipal Income ETF
CGSM
$1.21B
$51.6K 0.02%
1,964
+14
OSS icon
293
One Stop Systems
OSS
$412M
$51.5K 0.02%
+6,803
EOSE icon
294
Eos Energy Enterprises
EOSE
$2.06B
$51.3K 0.02%
10,346
+4,438
PANW icon
295
Palo Alto Networks
PANW
$228B
$49.5K 0.02%
309
+279
AMP icon
296
Ameriprise Financial
AMP
$41.3B
$49.3K 0.02%
111
CL icon
297
Colgate-Palmolive
CL
$71.6B
$49.2K 0.02%
577
VHT icon
298
Vanguard Health Care ETF
VHT
$17B
$49.1K 0.02%
180
-1
JVAL icon
299
JPMorgan US Value Factor ETF
JVAL
$797M
$49K 0.02%
1,003
-1,020
NFLX icon
300
Netflix
NFLX
$338B
$48.9K 0.02%
509
10 11
12
13 14